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Global Weekly Picks
Airbnb
TI
TickerTickle
Community Contributor
Airbnb (ABNB): Still one of the most interesting bets in travel
Key insights Airbnb is changing from a travel-only app to a full lifestyle platform (stays, rentals, experiences) International markets are growing faster than the US, which is slowing down Product experience is improving a lot, with AI making search and booking easier Regulations are becoming a big risk, especially in Europe where listings are getting removed The way people move around the world has changed. It’s not only about holidays anymore.
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US$163.75
FV
23.6% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
11
users have liked this narrative
3
users have commented on this narrative
45
users have followed this narrative
New
narrative
ING Groep
PI
PittTheYounger
Community Contributor
ING leads the pack when it comes to pivoting towards non-lending income
ING, of course, is a bank; and banks don't like falling interest rates, right? For the dominant stream of income is their core business model, i.e. borrowing short-term and lending long-term, reaping the difference in interest rates in the process.
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€27.92
FV
23.7% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
New
narrative
Coles Group
RO
Robbo
Community Contributor
Coles (ASX: COL): Safe, Steady, and Surprisingly Cheap
The supermarket chain Coles is the kind of “boring” business that may have been overlooked as an investment opportunity. Although it was divested from Wesfarmers in 2018, Coles’ heritage traces back to 1914 — giving it over 110 years of history.
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AU$22.00
FV
4.3% undervalued
intrinsic discount
8.72%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
2
users have commented on this narrative
17
users have followed this narrative
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Tata Technologies
AN
AnalystLowTarget
Consensus Narrative from 15 Analysts
Protectionist Policies And Automation Shifts Will Hamper International Engineering
Key Takeaways Rising regulatory barriers and industry protectionism threaten Tata Technologies' international growth prospects and top-line performance. Dependence on key automotive clients, increasing competition, and lagging digital transformation expose the company to margin pressure and volatile earnings.
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₹450.00
FV
47.4% overvalued
intrinsic discount
7.81%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
1 day ago
author updated this narrative
KION GROUP
AN
AnalystLowTarget
Consensus Narrative from 16 Analysts
Deglobalization And Tech Rivals Will Erode Margins
Key Takeaways Rising global protectionism, intensifying competition, and supply chain disruptions threaten KION's revenue, margins, and long-term growth prospects. Overreliance on Europe and high execution risks in digital transformation expose KION to greater earnings volatility and sustained profitability challenges.
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€41.51
FV
42.6% overvalued
intrinsic discount
2.19%
Revenue growth p.a.
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0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
1 day ago
author updated this narrative
SSAB
AN
AnalystLowTarget
Consensus Narrative from 13 Analysts
Decarbonization Delays And Overcapacity Will Threaten Margins
Key Takeaways Delays in decarbonization efforts and exposure to low-cost global competition threaten SSAB's ability to maintain premium pricing and strong margins. Structural declines in core market demand and inflexible cost base elevate risks of stagnant revenues and reduced profitability under shifting industry dynamics.
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SEK 52.00
FV
9.0% overvalued
intrinsic discount
-0.09%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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1 day ago
author updated this narrative
Azelis Group
AN
AnalystLowTarget
Consensus Narrative from 14 Analysts
Specialty Chemicals Will Endure Market Headwinds With Gradual Relief
Key Takeaways Reliance on end market recovery and successful acquisition integration introduces vulnerability to earnings growth, especially if life sciences momentum weakens or industrials underperform. Sustainability investments and ambitious ESG targets risk margin pressure, while higher working capital and limited order book visibility challenge cash flow and financial flexibility.
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€16.00
FV
19.1% undervalued
intrinsic discount
3.13%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
1 day ago
author updated this narrative
Sinotrans
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Rising Tariffs And Decarbonization Will Squeeze Margins Despite Efficiency Gains
Key Takeaways Rising geopolitical risks, stricter environmental standards, and market shifts are set to erode profitability and challenge long-term earnings stability. Heavy reliance on China-centric trade and increasing digital disruption threaten future revenue growth and the company's ability to maintain market share.
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HK$2.99
FV
51.8% overvalued
intrinsic discount
1.05%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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1 day ago
author updated this narrative
Commercial Bank (P.S.Q.C.)
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Legacy Banking And Rising Compliance Costs Will Stifle Margins
Key Takeaways Legacy business model and limited geographic diversification heighten Commercial Bank's vulnerability to digital competitors, credit risk, and earnings volatility. Rising compliance costs and fierce regional competition erode margins, diminishing long-term profitability and returns despite potential growth in deposits and loans.
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ر.ق3.47
FV
45.6% overvalued
intrinsic discount
6.93%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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1 day ago
author updated this narrative
Aboitiz Power
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
ESG Mandates Will Devalue Legacy Coal Assets In Philippines
Key Takeaways Decarbonization policies and distributed energy growth threaten earnings, margins, and the long-term viability of existing coal and thermal assets. Delays or challenges in renewable project execution and rising competition from advanced technologies put future revenue, profitability, and market position at risk.
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₱31.00
FV
37.9% overvalued
intrinsic discount
5.18%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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1 day ago
author updated this narrative
Escorts Kubota
AN
AnalystLowTarget
Consensus Narrative from 19 Analysts
India Demographics And Tech Shifts Will Hinder Future Prospects
Key Takeaways Heavy reliance on the Indian market and slow innovation adoption heightens exposure to local agri-market risks and technological obsolescence. Shifting industry trends and rising costs challenge traditional product relevance and may suppress revenue and earnings growth.
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₹2.67k
FV
27.4% overvalued
intrinsic discount
9.32%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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1 day ago
author updated this narrative
Raízen
AN
AnalystLowTarget
Consensus Narrative from 13 Analysts
High Debt And Regulatory Headwinds Will Restrict Business While Cautious Recovery Surfaces
Key Takeaways Expansion into advanced bioenergy and retail fuel markets faces significant risks from electric vehicle adoption, regulatory shifts, and volatile commodity prices threatening revenue and margin stability. High capital intensity, debt exposure, and operational challenges like unfavorable weather and crop yields may impede profitability and delay sustainable cash flow generation.
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R$1.25
FV
16.8% undervalued
intrinsic discount
-4.23%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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1 day ago
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